Wealthspire Added New Sports Financial Planning Practice
The firm expanded its services to manage complex wealth for over 200 athletes, entertainers, and creators.
Updated on Oct. 6, 2026 in Financial Planning
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Wealthspire has launched a dedicated sports and entertainment financial practice to support the specific needs of high-net-worth clients. This new division currently manages $2.9 billion in assets and operates as a vertical within the firm's family office.
Why it matters
The move aims to provide tailored concierge and family office accounting services for professional athletes and entertainers with complex financial structures. It follows a broader industry trend of firms creating specialized divisions to address the unique income and lifestyle demands of high-earning individuals.
The new practice oversees $2.9 billion across 200 clients, representing a niche segment of Wealthspire's total $660 billion in assets. The firm's broader family office division currently supports 300 families with $50 billion in assets.
The players
Wealthspire
A wealth management firm providing comprehensive financial planning and investment advisory services.
Frank Marzano
Managing director who leads the firm's new sports and entertainment practice with 25 years of industry experience.
Americana Partners
A Houston-based wealth management firm that manages $11.5 billion in assets and recently entered the sports advisory space.
MAI Capital
A financial advisory firm that established a dedicated sports and entertainment division in 2020.
The details
The practice integrates specialized concierge services with family office accounting to handle the irregular income streams and tax requirements common among professional athletes. Managing director Frank Marzano, who joined the firm in 2023, oversees the vertical to align these unique financial needs with the firm's existing family office capabilities. This structure is designed to provide comprehensive planning beyond traditional investment management.
Timeline
Frank Marzano began his industry career in 2004.
MAI Capital launched a sports and entertainment division in 2020.
Frank Marzano joined Wealthspire in 2023.
Wealthspire launched its family office division in March 2026.
Americana Partners launched a sports and entertainment division in July 2026.
Money Landscape
Wealthspire's expansion reflects a growing industry trend of firms creating specialized family office divisions to serve athletes and creators. This move follows a period of consolidation where major firms have increasingly launched dedicated segments to compete for high-net-worth business.
This development highlights the value of seeking financial advisors who understand industry-specific income volatility and tax complexities. High-net-worth households should prioritize firms that offer integrated concierge and accounting services to simplify the management of large, irregular assets.
The takeaway
The move by Wealthspire underscores a competitive push to provide specialized financial care for high-earning individuals in sports and entertainment. Regardless of career field, households with complex or non-traditional income should periodically review their advisory services to ensure they include comprehensive tax and accounting planning.
Further reading
For more on building a comprehensive wealth strategy, visit our Financial Planning section.
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